See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,145 | $57,016-24.3% | $84,966-49.2% | $80,856-46.6% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 3.57% | 21.66%-18.1pp | 66.38%-62.8pp | 35.59%-32.0pp |
| Employer contribution / active EE | $5,501 | $1,798+206.0% | $2,727+101.7% | $2,755+99.7% |
| Participant deferral / active EE | $2,517 | $3,110-19.1% | $4,519-44.3% | $4,296-41.4% |
| Admin fee / account holder | $874 | $4,980-82.4% | $6,149-85.8% | $6,918-87.4% |